Omar Leun Gaerste

is researching.

Angestellt, Investment Analyst, LVA Indices

Student, CFA Level II Candidate, CFA Institute

Santiago de Chile, Chile

Über mich

Investment Analyst with a solid knowledge related to financial analysis, business analysis and investments. For two years I have turned my professional focus in Public Accounting and Auditing towards Investment and financial solutions and I am excited to learn and continue developing in these fields, especially in Portfolio Analysis, Instruments valuation and modeling. Meanwhile I am conducting myself through a quantitative financial analyst formation and I am quite enlivered of taking new challenges. Also, At this time, I am conducting myself through CFA Charterholder Program. Among my technical skills I can highlight the management of SQL, Python, Excel, Power bi, IBM Cognos, Bloomberg Terminal. On the other hand, I am a detail-oriented and highly motivated person; I will do the impossible to give you my best support. I like to treat others with respect. I enjoy helping and listening to people as well as working as a team. I find it fascinating when we move forward as a team!

Fähigkeiten und Kenntnisse

Investment Analyse
Investment Management
Aktienanalyse
Finanzierung
Financial Modeling
Portfoliomanagement
Finanzanalyse
Investmentbanking
Investition
Asset Management

Werdegang

Berufserfahrung von Omar Leun Gaerste

  • Bis heute 2 Jahre, seit Mai 2022

    Investment Analyst

    LVA Indices

    - Analysis of national and international mutual funds. - Review and compliance with local regulations. - Daily interaction with managers around the world to support investment requirements from pension funds. - Daily interaction with SQL, Python and Bloomberg Terminal - Process management and improvement.

  • 2 Jahre und 6 Monate, Okt. 2017 - März 2020

    Business Analyst

    Leun & Hernandez LTD

    - Assisted in developing KPIs, and tracked KPI progress. - Handled and Improved bussines operations through continuos lean methodologies -Financial analyses, evaluating quarter to quarter to advise smarter resource allocation regarding to bussines expectations. - Aggregated data to model finances and operation, communicating reports, insights and recomendations.

  • 5 Jahre und 6 Monate, Dez. 2009 - Mai 2015

    Insurance Risk Process Analyst

    Seguros Caracas de Liberty Mutual

Ausbildung von Omar Leun Gaerste

  • Bis heute 9 Monate, seit Aug. 2023

    CFA Level II Candidate

    CFA Institute

    I am conducting myself through CFA Charterholder Program

  • 7 Monate, Mai 2022 - Nov. 2022

    Data Science for Investment Professionals

    CFA Institute

  • 5 Monate, Apr. 2022 - Aug. 2022

    IBM Data Analyst

    IBM

  • 5 Jahre und 8 Monate, Dez. 2009 - Juli 2015

    Lizentiat in öffentlichem Rechnungswesen

    Universidad de Carabobo

Sprachen

  • Englisch

    Fließend

  • Spanisch

    Muttersprache

  • Deutsch

    Grundlagen

Interessen

Cycling
Reading
Cooking
Interior design
Music
Travel
E-mobility
Sports
Psychology

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